Daily Market Wrap · US Equities
Friday, July 31, 2026
Where capital concentrated today — 12 active themes, 5 drawing inflows and 7 under selling pressure across 104 structural events. Jodie reads breadth, flow direction, and follow-through, so the picture is the group move, not isolated tickers.
Where money flowed in
Digital Advertising & Retail
$GSAT · 4 names · 100% breadth
+$253.6M
Integrated Freight Services
$LSTR · 6 names · 50% breadth
+$118.2M
Insurance Brokers & Data
$RYAN · 19 names · 79% breadth
+$52.8M
Software Solutions
$HUBS · 41 names · 90% breadth
+$51.5M
U.S. Treasury Bonds
$AGG · 4 names · 75% breadth
+$51.5M
Where money flowed out
Semiconductor Equipment & Materials
$CAMT · 28 names · 18% breadth
-$290.4M
Semiconductor Technology
$MTSI · 19 names · 11% breadth
-$272.2M
Electrical Infrastructure Services
$RBC · 33 names · 33% breadth
-$214.8M
Apple Accessories
$AAPL · 1 names · 100% breadth
-$133.9M
Semiconductor Technology
$NXPI · 20 names · 10% breadth
-$126.0M
Optical Networking Equipment
$VICR · 15 names · 7% breadth
-$84.2M
Next-session watchlist
Names that joined moving themes late in the session.
See it live
The radar updates through the session — watch themes form, broaden, and fade in real time.
Open the live theme map →Descriptive market-structure analysis. Not investment advice.